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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$571K +$575K +24,563 New
SFO
252
Stokes Family Office
Louisiana
$566K
EIP
253
Ellis Investment Partners
Pennsylvania
$555K +$41.4K +1,768 +8%
NGA
254
Naples Global Advisors
Florida
$553K +$6.2K +265 +1%
AT
255
American Trust
Kentucky
$545K
HW
256
HORAN Wealth
Ohio
$526K +$526K +22,465 New
MFWP
257
Mosaic Family Wealth Partners
Missouri
$525K +$264K +11,264 +100%
BC
258
Barrett & Company
Rhode Island
$523K +$117K +5,015 +29%
JIR
259
James Investment Research
Ohio
$512K -$101K -4,330 -16%
First Manhattan
260
First Manhattan
New York
$507K +$510K +21,794 New
Baird Financial Group
261
Baird Financial Group
Wisconsin
$499K +$229K +9,802 +84%
MC
262
Moors & Cabot
Massachusetts
$494K +$54.5K +2,328 +12%
GCA
263
Gradient Capital Advisors
California
$490K
PP
264
Prosperity Planning
Missouri
$483K
MB
265
MidFirst Bank
Oklahoma
$477K +$109K +4,650 +29%
Koshinski Asset Management
266
Koshinski Asset Management
Illinois
$476K +$10.6K +455 +2%
PJSIMP
267
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K +$119K +5,099 +35%
WIM
268
Wiregrass Investment Management
Georgia
$442K +$211K +9,000 +90%
SPWM
269
Straight Path Wealth Management
Michigan
$436K +$6.97K +298 +2%
IAN
270
Integrated Advisors Network
Texas
$435K +$45.3K +1,935 +12%
RF
271
Robbins Farley
New Hampshire
$432K +$50.3K +2,150 +13%
CT
272
Clearstead Trust
Maine
$429K
AA
273
Ancora Advisors
Ohio
$428K
GFP
274
Gryphon Financial Partners
Ohio
$428K +$430K +18,386 New
SWASL
275
Spartan Wealth Advisory Services LLC
Michigan
$423K +$425K +18,169 New